Resonant Capital Advisors’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,136
+3,201
| +36% | +$268K | 0.06% | 157 |
|
|
2025
Q1 | $714K | Buy |
8,935
+1,381
| +18% | +$110K | 0.05% | 173 |
|
|
2024
Q4 | $612K | Buy |
7,554
+965
| +15% | +$78.1K | 0.04% | 188 |
|
|
2024
Q3 | $548K | Sell |
6,589
-205
| -3% | -$17.1K | 0.04% | 203 |
|
|
2024
Q2 | $530K | Buy |
6,794
+49
| +0.7% | +$3.82K | 0.04% | 198 |
|
|
2024
Q1 | $514K | Hold |
6,745
| – | – | 0.04% | 199 |
|
|
2023
Q4 | $474K | Buy |
+6,745
| New | +$474K | 0.05% | 186 |
|